Expertise

This page provides you with an overview of the breadth of services we offer both private and corporate clients of Bollington Financial Planning. As you would imagine many areas of complex financial planning incorporate a mixture of elements detailed below.

We would be delighted to discuss your financial needs and offer an initial consultation free of charge.
Personal Financial Planning
 
  • Retirement planning
  • Investment strategies
  • Inheritance tax & estate planning
  • Trusts & Taxation
  • Personal & family protection
  • Wealth management

Business & Corporate Protection
 
  • Shareholder protection
  • Keyperson protection
  • Relevant life policies

Group Pensions
 
  • Suitability analysis of existing schemes
  • Compliance & new rules (Stakeholder and NEST)
  • Installation & management of pension scheme
  • Bi-annual staff pension surgery
  • Advice for retiring staff
Group Risk & Employee Benefits

  • Assist with recruitment & retention of key staff
  • Executive benefits provision
  • Installation & management of risk benefits
  • Claims management
  • Flex benefits
  • Staff benefits online access

Corporate Investment Strategies

  • Owner Manager retirement planning
  • Funding for business growth
  • Risk based investment management

Commercial Property Purchase Via Pensions

  • SASS - Professional Trustees since 1979
  • SIPP – Provision & management

Corporate & Mergers & Acquisitions

  • Succession & exit planning